Updated: October 13,2022
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Today we’ll present you with the best contact management software.
But that’s not all!
But most importantly, our unbiased and data-driven reviews will be your guiding light in a crowded market.
Live chat with website visitors
Multichannel CRM Phone, live chat, email
Real-time notifications across multiple channels
Zoho Corporation was founded as early as 1996 but under a different name – AdventNet. In 2005, it launched Zoho CRM followed by other applications. They were so successful that the company changed its name to Zoho. Big names such as Amazon, Netflix, Ducati, Amiad, Selectra, Southern Cross Protection, Purolite, and Abu Dhabi Aviation use it.
It is easy to set up and intuitive to use. Interface customization is also a breeze with this contact manager.
Support is very polite and helpful. They respond quickly and efficiently resolve the issues.
You can integrate it with business apps such as LinkedIn, Slack, Office 365, Twitter, G Suite, Zapier, MailChimp, Zendesk, and Unbounce.
There is Zia – an AI sales assistant you can call or chat with. It can help with any customer information from your CRM system. It detects anomalies, suggests the suitable time to call a prospect, and studies their sales patterns.
Works on Android and iOS, and online.
Zoho is for businesses of all sizes, but it’s especially great for small companies with a limited budget. It’s a perfect CRM for beginners and even mid-sized businesses.
There is a 15-day free trial. After that, you can choose between 4 types of plans – standard, professional, enterprise, or ultimate edition.
Zoho CRM is a great option, especially for small to midsize businesses but not only. Its most noticeable feature is the AI-powered sales assistant that makes it stand out from other similar software. However, customization is limited and design and UI could be better. Overall, it is an excellent first CRM that you will want to use for years.
Saves a lot of time for following up leads
Keeps great track of customers
Useful knowledge transfer
HubSpot was founded in 2006 and since 2014, they’ve been offering a free CRM product that tracks and manages interactions with customers and prospects. Companies like VMware, Subaru, Atlassian, DoorDash, G2 Crowd, Purple, Wistia, and ClassPass have used HubSpot, which supports 6 languages and has 64,500 customers in over 100 countries.
Signup takes 5 quick steps. It’s easy to set up and start using this contact management system even if you are a beginner.
Phone and email support are limited to paying customers. Otherwise, everyone can seek help in the HubSpot community.
The support team answers quickly. I’ve been satisfied with their response 2 out of 3 times.
HubSpot CRM is separate from the product called HubSpot but it includes free versions of the Sales Hub, Service Hub, and Marketing Hub products. The list of contact management tools includes live chat and bots, advertising tools, lead generation tools, web forms, and helpdesk tools.
With the free plan, you get 15 minutes of calls monthly. This allows users to make calls directly from a web browser and record them if needed. The software automatically tracks calls and adds them to a record. Benefits also include 5 templates and 200 notifications per user monthly, 5 Documents, 5 Snippets, and 1 booking page for each user. You have useful customer cards.
The HubSpot CRM integrates with Gmail, G Suite, Microsoft Office for Windows, and other software.
HubSpot CRM is perfect for small to midsize businesses since its basic plan is free.
HubSpot CRM is a free contact management software. There are also many paid extras you can choose from, for example, email marketing tools starting at $50 per month.
You can check out the pricing list for all the premium pricing plans and features.
HubSpot CRM is a great option overall, especially for small to mid-sized businesses. It’s free and easy to use. However, support is not ideal, and customization is limited. If you’re not a fan of Gmail, you might experience some difficulties. Undoubtedly, a great first CRM software and one of the leading marketing solutions combining many tools.
Powerful automation
Deal pipelines
Broadcast emails
28,000 companies worldwide, such as Cybersprout, Webnovo, and Storm Chasers Digital, trust this client management software. It offers:
And more.
Although EngageBay has plenty of features, using it is a breeze. You can easily:
And more.
Besides, it automates most tasks for the management of contacts like marketing, data entry, or sales. That way, you’re able to work faster by minimizing the time and energy you spend on processes that can run without your intervention.
EngageBay is one of the leading contact management software for small and medium-sized businesses because it has a five-star customer support team.
The company’s customer service department is very responsive and is available to you 24 hours, five days a week, and you can reach it via phone, email, and chat.
EngageBay is a customer relationship management application that lets you store a limitless number of contacts. This way, you don’t need to change to a new solution when your business expands.
If you’re wasting too much time on repetitive tasks that don’t need your supervision, this is the perfect client management software for you. It automates processes like sending target marketing messages or routing support tickets.
You can rely on EngageBay to create top-notch landing pages. It has user-friendly and responsive templates with a wealth of design options. Alternatively, if your creative juices are flowing, you can build yours from scratch.
EngageBay is one of the top-rated software for contact management with a helpdesk to resolve client issues. It has a live chat feature that allows clients to relay their queries and talk to actual human beings.
Additionally, you can use it to create support macros so that your customer service team works faster. These have ready-made solutions to common problems so your staff can spend time on other pressing matters.
There’s more:
You can assign tickets to communities. In other words, it lets you choose who handles your customer service issues based on their performance.
With this personal contact management software, you can generate leads. It allows you to create forms that you can use to prompt your visitors to leave their contact details.
And just to be sure that you’re dealing with real people instead of bots, you can send a link to their email addresses and ask them to click on it for confirmation.
EngageBay is also one of the top prospecting tracking tools. With it, you can follow every customer’s journey with your business. This way you can tailor your service or autotune your marketing to meet their needs. With the birds-eye view, you can build better relationships, which turns one-time clients to repeat customers.
This contact database software helps you craft engaging emails.
That’s not all:
It lets you send both individual and broadcast emails. Even better, you can measure metrics like how many people open them and get a rough idea of your Return on Investment (ROI).
If you’re looking to get more out of this client management software, you can link it to apps like Xero, Mailgun, Postman, Sendgrid, etc.
One of EngageBay’s strong suites is that it’s free for up to 15 workers. It also gives a 50% refund if a cancellation occurs within the first month of purchase.
Here are its packages:
EngagBay is, without a doubt, one of the best contact management software for 2022. It’s feature-full yet easy to use. Some of its functionalities include marketing automation, integrations, deal pipeline, etc. Although its manuals don’t contain in-depth information, the company compensates for it by having an excellent support team.
Frequent improvements
Really user-friendly
Great custom tagging options
Insightly is the most popular CRM software worldwide for Google and Office 365 users. It’s mainly designed for small and mid-sized businesses. It has over 1.5 million users around the world in a range of industries such as media, communications, consulting, construction, and manufacturing.
Among its customers are Bloomberg, Sanofi, Bosch, and Lockheed Martin.
It’s very easy to use and user-friendly. The to-do list is a great plus when you want to assign tasks to employees.
Support is very knowledgeable, friendly, and helpful. When you don’t understand something from the training videos, a quick call to support can clear things up. There is email and phone support available.
There is a free version, which you can start with risk-free. Then you can upgrade to a professional one, which includes email marketing tools and provides an easy interface with MailChimp. It’s easy to add features as your company grows.
It integrates with Gmail, MailChimp, Evernote, DropBox, Google Apps, and more.
Works on Android and iOS, and online.
All kinds of businesses use Insightly, but its main targets are small to mid-sized businesses. That said, small companies might find it a bit pricey.
You can use it for free or choose one of the upgraded plans.
Insightly might not be the prettiest out there but it has features that can make users fall in love with it. It’s easy to use and customer support is great. It’s perfect for mid-sized businesses, as it can get expensive for smaller ones.
Quick setup and easy to use
CRM coach included
Friendly customer support
It’s all in the name – this CRM’s goal is to be less annoying and more helpful than anyone else on the market. It’s rated Most Affordable CRM, #1 CRM for Small Business, and #1 in Customer Service.
Very easy to use. There are helpful guides and videos.
There are free phone and email support for everyone. Each time I needed customer support, they were great – friendly and efficient. They were available to answer emails even on the weekends, which is rare.
It is entirely web-based (Cloud-hosted) and you can access it from any device. You can sync with Google Calendar. It offers lead reports, easy collaboration with your team, and handy customization options.
The free 30-day trial includes your own dedicated CRM coach to help you get used to the platform.
It integrates well with MailChimp.
Check out their website for more information.
It’s mainly for small to mid-sized businesses. It’s mostly used as a small business contact management software.
The first 30 days are free, and then it’s only $10 per user per month.
Less Annoying is among the best CRM platforms for small businesses. It is very user-friendly. It keeps things simple by offering just one plan that is affordable and offers simplicity and convenience to all. The biggest drawback is the absence of a mobile app. If you can live with that, LACRM is an excellent option for your small business.
Easy and flexible setup
Consistent and clean design
Foolproof to figure out and start using
It’s all you need in a nutshell! It is simple, yet sophisticated, providing the much-needed features for your business for effective CRM.
It’s quite easy to use this contact managing software, and if there are any problems, support is quick to help.
Support is very friendly and always on spot. It feels like talking to a friend every time.
Everyone has access to email, phone, and live chat support. The Nutshell support page is also great for new employees.
Nutshell works online, on Android, and on iOS. It has all the needed business integrations like Asana, Gmail, Slack, Facebook, Google Contacts, Google Drive, Google Sheets, Outlook, MailChimp, Office 365, Skype, Twitter, and many more. The rest you can check out here. There are also email and calendar integrations.
Nutshell CRM aims to serve small to mid-sized businesses that are looking for an affordable and reliable CRM.
There is a 14-day free trial. After that, you can choose from a Starter plan at $19 per user per month, a Pro plan at $35, and a custom plan called Pro Plus – you can see the pricing list here.
Nutshell is a great CRM that is suitable for small to mid-sized businesses. It is affordable, although it can get pricey depending on what extras you need. Overall, it is an easy and efficient CRM option with great support.
Great customization options
Lots of features and frequent updates
Fairly easy to install and use
SuiteCRM is an open-source contact management software for businesses of all types and sizes. It’s the most popular open-source CRM worldwide. With 4.5 million SuiteCRM users worldwide, this software has to be doing something right. Among these are Watt+Volt, Scottish Book Trust, and Humanetics Innovative Solutions.
Relatively easy to use, though CRM beginners might need a bit of time to get used to SuiteCRM.
Support is helpful but sometimes slow. Depending on your subscription, there is phone and email support, as well as forums and a support portal.
It is a great open-source CRM. It is available through a web app, as well as on Android and iOS.
Any size and all kinds of businesses looking for an affordable, self-hosted CRM that has a range of modules and customizable features.
There is a free 30-day trial, after which you can choose a package here. The price might seem higher than the rest but remember this price includes unlimited users (as opposed to a lot of other platforms, where you get charged per user).
The more user accounts you need to use, the more attractive SuiteCRM becomes for you.
If you’re looking for an open-source CRM with plenty of features – SuiteCRM is the right one for you! And it’s the perfect match if you have many user accounts and you’d like to avoid paying for every single one monthly.
Cost-effective and flexible
Easy to delegate tasks and collaborate
Great customization and integration options
Freshsales CRM accommodates all kinds and sizes of businesses. Its customers include Dyson, GardaWorld, Flyrobe, FabHotels, Joblift, Offset Solar, and many more.
There is a steep learning curve, but customer support is available.
Support is always great and quick to resolve any issues. Always ready to guide you step by step. There is the option to chat, and you can even book one-on-one remote sessions. That way, an expert can show you the solution directly on the screen.
It has a built-in phone and email, AI-based lead scoring, 2-way email sync, and more. Freshsales works on Android and iOS, and online.
It is great for any size and kind of business.
There are several plans you can choose from, depending on the size of your team and business, and what features you need. They start from $12 per user per month (if you’re billed annually). Note that you can choose to be billed monthly or annually, and the latter is a fair bit cheaper.
While it’s not as intuitive and quick to learn as other CRMs, Freshsales is an advanced and efficient software. Besides, customer support is always there to help. You can choose whether to be billed monthly or annually, which is a plus. Overall, a great choice, offering different plans to match all preferences and needs.
Fast customer support
Great visual pipeline management
Numerous integrations
According to their website, Pipedrive CRM leads to a 28% average increase in close rate after users’ first year. It is responsible for $24B worth of closed deals for more than 90,000 companies in 179 countries. Its customers include Amazon, Skyscanner, Vimeo, and Festo.
It’s simple and easy to use. The homepage sums up all your tasks perfectly.
All plans get 24/7 support via chat and email. The support team prides itself on answering in 60 seconds or less, and so far it hasn’t disappointed.
It supports all kinds and sizes of businesses.
It works online, on Android, and on iOS.
It integrates well with Google Calendar, Gmail, Google Contacts, and many other useful business apps. It supports over 100 apps and integrations.
It’s mainly for small to mid-sized businesses who’re looking for a reasonably priced CRM for US and EU companies.
There is a free trial. Then there are several plans you can choose from – each one offering an annual and a monthly plan. Again, signing up for the annual plan is the cheaper option in the long run.
Pipedrive is one of the top visual pipeline management software. Its strong points outnumber its minor flaws. Overall, Pipedrive CRM leaves you satisfied and allows you to run your business more efficiently and with less effort.
2 months money-back guarantee
Lots of integrations and modules
Very easy to use and understand
Maximizer is a web-based CRM for all types and sizes of businesses. Among the 120,000 companies that use it, there are the University of Oxford, Hallmark, Siemens, Mayfield, and the National Bank of Canada.
It’s easy to use it once you get used to it but requires some time to learn, especially if you’re a beginner.
Support is fast but could be more friendly and elaborate more.
You can choose to use Maximizer’s Cloud or self-host it. It’s only web-based, so there is no mobile app.
You’ll receive Sales, Marketing, and Customer Service modules, third-party integrations, and mobile CRM access. You can easily integrate Word, Excel, Outlook, and hundreds of apps through Zapier.
There are a 30-day free trial and a 60-day money-back guarantee.
Considering its price, Maximizer is perfect for large businesses and intermediate to advanced users. It’s also the right choice for those who can do without a mobile app.
Maximizer only offers annual plans, and you need a minimum of 2 users to use it (each paying a subscription fee). You can see all the options here.
Maximizer is a great solution for large businesses and advanced users. Although it can be expensive, it is reliable and flexible, allowing you to do business your way.
We often can’t decide whether to get a pizza or a burger. How can we pick the right contact management software for our business then?
It’s easier than you might think. First, you have to figure out what you need. To do that, answer the following 10 questions:
It’s a good idea to jot down your answers and then go through our list of recommendations again. This way you will have a clearer picture in your head and immediately recognize if certain software will be right for you or not. Pay close attention to the pros and cons and evaluate what is most important specifically for you and your business. There will be probably 2 or 3 options that attract you the most – compare them and see which one is the perfect fit.
If you take the time to do this, you won’t regret it. A bit of an effort now will certainly pay off later.
Every business, no matter its size, needs contact management software. It is a secret weapon and the sooner you get it, the better. Otherwise, you will likely lose good leads and miss potential sales.
No two companies are the same. It is important to pick the CRM that works for you so that it meets all your needs. Similarly to buying a piece of clothing, you will know which one is just right immediately when you try it or even first when you see it.
Contact management software or CRM, as you already call it like a pro, will instantly change your life for the better. No matter how big your company is, using a CRM is a must if you want to stay ahead of the competition and never lose leads and customers again. Gotta catch ‘em all!
Now that you’ve been acquainted with all these top CRM solutions, you’re probably closer to understanding exactly what you need. There are certainly one or two of these software that have caught your attention and seem to be the right fit. Why not go back and take a closer look?
With CRM, the game will change – to your advantage! Why wait any longer? Go grab this life-changing opportunity and boost your sales!
Good luck!
Contact management software is also known as CRM (Customer relationship management) system. It is a software that helps companies organize their sales and marketing to get a larger customer conversion rate. It acts as a contact database for your communication with each individual or business. This includes names, emails, addresses, phone numbers, notes, important dates, and so on.
This is key to being more organized and effective. Communication with customers is crucial for success. CRM will help you follow up with contacts regularly and will keep a log of all the conversations, allowing you to easily search and find what you need wherever you are.
Free contact management software options are great if you are at the beginning of your journey and can’t set much money aside for that. It’s also great if you want to test the water first. Free platforms can show you the process and help you realize what features you actually need and what you can do without.
However, everything has a price. Free versions come with fewer features than paid ones. Customer support is also poorer, which often renders free platforms just a temporary solution.
If you want to upgrade to a paid contact management software and get to enjoy the full deal, there are lots of great options to choose from. Just skim through our list and you’ll see which one grabs your attention.
There isn’t one CRM system to rule them all. There are always pros and cons. The important thing is – which is the ideal fit for you and your business? You can find out by answering the list of questions in our “How to choose?” section and reading our CRM reviews.
Not hard at all. All contact management software are similar at their core. Once you learn the basics, it’ll be a breeze, no matter how many times you switch between different software. Learning the basics is easy as pie since there are always video tutorials and customer support available. Once CRM enters your life and you learn the ropes, it will make it easier than ever and you’ll wonder how you’ve lived before.
If you have a business of any kind, you need a software for contact management so that it can grow. CRM helps you organize and analyze customer data so that you never miss any customers and opportunities to sell. CRM automates processes related to marketing campaigns, purchases, and customer satisfaction to provide a better experience for both businesses and customers.
It all depends on what features you’re looking for. Some of the top contenders are HubSpot and Freshsales.
Yes.
We can recommend SuiteCRM.
For small businesses, we can recommend one of the following tools:
Check out our reviews to see which one will fit your needs.
Analytical CRM helps with the back-office processes, strategic development, and analysis. It doesn’t directly concern with customers. Operational CRM allows you to sync tasks and processes and coordinate all teams. It is helpful for day-to-day operations and offers effective customer service.
Teddy Mitova
Teddy is a graduate of the University of Glasgow with MA French and German. A total bookworm and a curious cat, she loves writing, traveling, taking photos, and learning new things. Her interests include languages, literature, technology, cinema, sports (especially volleyball and table tennis), and board games. ~Geeking instensifies~
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